Wealth Planning Content Editor jobs at Td Bank in Canada, Toronto

JOB DESCRIPTION

Primary Responsibilities

• Support the strategy and delivery of Wealth's various Road to Strong workstreams and initiatives. Represent Wealth on the enterprise related working groups and support the coordination of Wealth work efforts to meet program requirements.

• Support the delivery of new business and regulatory initiatives, including partnering with business and Control Partners to lead or represent Wealth Advice, through the initiative life cycle.

• Work closely with other Senior Managers supporting the Wealth Road to Strong initiative, assessing risk and control attributes, and helping Wealth achieve target operating model and regulatory expectations.

• Develop, maintain, and implement robust policies and procedures to support TD Wealth while promoting a sustained culture of integrity and ethics.

• Conduct ongoing reviews of processes and controls, identify gaps, and drive initiatives to strengthen governance and controls.

• Partner with Governance & Control and other risk partners to propose recommended changes to policies, procedures, and to address potential gaps.

• Effectively manage ad-hoc projects or tasks of varying complexities within established deadlines.

• Report on program milestones, achievements, and challenges to executive stakeholders.

• Demonstrate a strong understanding and promote awareness of key operational risks. frameworks/policies and risk appetite to support a strong risk culture.

• Anticipate emerging issues, trends, and evolving regulatory requirements to identify new opportunities and operational impacts to the business.

JobRequirements/Qualifications/Skills/Experience/Education

• The ideal candidate should have 10+ years of prior experience in financial services and have related experience in Audit or testing, the Wealth business, regulatory environment, risk management, governance, and controls.

• University degree

• Audit/Controls experience is considered an asset

• Deep understanding of risk management and experience in creating effective risk polices.

• Expertise in analytical reasoning and risk mitigation.

• Superior communication skills with experience in writing policy and/or procedures and the ability to communicate information and key messages in a clear and compelling way to suit different audiences.

• Strong business acumen and analytical capabilities – ability to consolidate information into clear, concise analysis in support of business decisions

• Strong interpersonal skills, able to build relationships, effectively interact, influence, and motivate individuals at all levels of the organization to make an impact.

• Detail-oriented with excellent organization skills and ability to effectively manage work under tight timelines and changing priorities.

• A logical and strategic thinker with strong critical reasoning skills

• Self-motivated,resourceful team player with high energy and ability to work independently.

• Comfortable leading through transformational change and recognized as a champion for continuous improvement.

• Knowledge of the Wealth businesses, processes, systems, and controls.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

DEPARTMENT OVERVIEW:

JOB DESCRIPTION AND ACCOUNTABILITIES:

• Manage the execution, optimization and performance of digital marketing programs, delivering subject matter expertise in organic search and onsite content strategies, insights generation, measurement and reporting.

• Leverage consumer insights to develop always-on onsite content (e.g. digital ads, videos, targeted and personalized messages).

• Focus on public sites and consider the entire digital consumer journey and ensure content integration points are optimized across channels, including social and mobile.

• Analyze SEO performance and look for ways to continually optimize and drive the business forward.

• Deliver detailed and actionable insights and strategic recommendations, provide interpretation, guidance and recommendations to aid marketing decision making and drive business performance.

• Produce and manage keyword research, technical, content and SEO audits - analysis and optimization recommendations.

• Support development of onsite optimization and personalized onsite experiences.

• Engage with agencies, vendors and key internal partners to deliver best-in-class SEO strategies and programs.

• Partner with Marketing Planning, Digital Channel and the Business to deliver on the aggressive sales goals and digital sales objectives for the businesses.

• Support development, execution and delivery of content on external sites as required.

• Contributes to integrated marketing strategies and plans, including annual forecast.

• Ensure compliance with TD process and governance control requirements.

• Contributes insights on performance and reporting of results for all SEO and content, relative to YoY and forecast.

• Manage SEO and always-on content marketing budgets.

• Stay on top of industry trends and all applicable technologies, including developments in SEM, Social Media, SEO, Display and online consumer behavior.

QUALIFICATIONS

• Minimum of 5 years of experience in digital marketing, with demonstrated expertise in SEO and digital content strategies and execution.

• Experience managing performance marketing campaigns through digital, focusing on SEO and driving performance through digital experiences.

• Experience managing content development, content strategies, producing and managing agile content and guiding agency partners in the production of content, in responsive and mobile environments.

• Experience engaging in agency and vendor relationships.

• Experience with digital acquisition campaigns in an always-on environment and demonstrating results with driving incremental improvements.

• Exposure to developing scorecards, executive level reports and utilization of data for digital media optimization, including techniques for measuring end-to-end effectiveness across digital marketing touch points.

• Exposure to utilizing digital marketing technology to drive personalized and targeted experiences across touch points in owned digital channels.

• Working knowledge and expertise in strategies utilized to optimize performance through multiple digital devices; desktop, mobile and tablet.

• Business acumen: strategic thinking, business process development, analytical and problem-solving skills.

• Proven interpersonal and relationship management skills, with ability to obtain consensus among multiple stakeholders.

• Strong teamwork orientation and proven leadership capabilities with an ability to work effectively in a constantly changing environment, requiring ongoing. re-evaluation of priorities.

• Strong impact and influencing skills with a demonstrated ability to lead large scale enterprise wide initiatives.

• Understanding of financial product offerings would be an asset.

• University or Post-Secondary education in Business and/or

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Job Description:

• Support the development of segment specific AI strategies and identify opportunities for value creation.

• Support quarterly updates to the Artificial Intelligence House View (TD's enterprise position on a non-traditional risk or emerging risk).

• Lead value forecasting and realization for AI use cases and coordinate content for leadership results review cadences.

• Support the creation and management of key strategic documents and scorecards including briefings, memos, presentations and other communications for a senior executive audience (SVP/EVP, Senior Executive Team, CEO, Board of Directors).

• Lead competitive intelligence by actively monitoring the external landscape, keeping abreast of emerging trends, sharing developments and insights with senior executive audience, and ensuring AI CoE's priorities appropriately reflect changes in the AI landscape.

• Contribute to TD's internal and external communications on AI (conferences, press releases, regulatory updates etc.)

• Mentor and develop colleagues across the team

• Ensure an adherence to Bank’s risk culture

Department Overview:

We develop and manage strategic partnerships with external organizations (e.g. Vector Institute, various universities, Cohere etc.) to enhance internal AI capabilities.

Job Requirements:

• 5+ years of business or strategy experience.

• MBA considered an asset. Prior experience or knowledge of AI/ML is considered an asset.

• Strong business acumen and a clear understanding of how the bank makes money.

• Experience making an impact in cross-functional groups through influence and by nurturing key relationships at all levels.

• Self-motivated with the ability to work independently and through ambiguity.

• Flexible to adapt and manage within a dynamic business environment.

Skills:

• Critical and strategic thinking skills to support balanced decision making.

• Strong analytical skills, with background in working with data and insights, conducting analysis, and writingreports/presentations.

• Excellent communication and presentation skills, notably the ability to present complex information in a manner which is concise, simple and easy to understand.

• Superior interpersonal skills, conflict resolution, and negotiating skills.

• Ability to work with pace on multiple deliverables, meeting deadlines and thriving under pressure.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

DEPARTMENT OVERVIEW

The team delivers on the following:

• The 5-year vision for TD Wealth Financial Planning.

• Programs and initiatives that drive acquisition, client retention, sales effectiveness, four pillar financial planning and legendary client experiences.

• Thought Leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients.

JOB DESCRIPTION

As the Manager of Operational Resilience, you will be primarily responsible for driving continuous improvement initiatives and optimizing processes within the FP National Office. This role requires a strategic thinker with a hands-on approach to identifying and implementing effective solutions that enhance operational efficiencies, strengthen regulatory compliance, and achieve organizational goals.

The general accountabilities of this role include, but are not limited to, the following:

• Critically analyze, design, document, and improve business processes to enable effective service delivery across the FP Business.

• Work cross-functionally to ensure end-to-end process alignment, support compliance, enable digital transformation, and drive continuous improvement.

• Possess a strong background in process mapping, stakeholder facilitation, and translating operational pain points into actionable solutions.

• Own the integrity of key policies and procedures by creating a review framework to ensure changes due to strategic initiatives are effectively implemented and documentation is updated.

• Support process governance by defining ownership, approval workflows, and change control mechanisms.

• Ensure alignment with internal controls, audit requirements, and regulatory frameworks.

• Develop and implement strategies to enhance operational excellence within the organization.

• Analyze current operational processes and identify areas for improvement.

• Lead cross-functional teams to drive process improvements and efficiency gains.

• Monitor and report on key performance indicators to track progress and impact.

• Foster a culture of continuous improvement and operational excellence.

• Collaborate with senior leadership to align operational initiatives with organizational goals.

EXPERIENCE AND/OR EDUCATION:

• Bachelor’s degree in Business Administration, Operations Management, or a related field.

• Proven experience in operational excellence, process improvement, or a related role.

• Strong analytical and problem-solving skills.

• Excellent communication and leadership abilities.

• Experience with Lean, Six Sigma, or other process improvement methodologies.

• Ability to work collaboratively with cross-functional teams.

REQUIRED SKILLS:

• Relationship builder with a proven ability to partner, build confidence and influence multiple stakeholders at all levels across the organization

• Project and problem-solving skills with an ability to provide clear and concise direction in a positive and effective manner

• Self-starter, with the ability to deal with ambiguity and develop teams, processes and governance from the ground up

• Knowledge of Wealth Advice businesses, securities industry regulations, procedures and legal framework is considered an asset, however not required

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

and distributed across multiple TD ecosystems, MoneyTalk Live, streamed daily through TD WebBroker, and MoneyTalk on BNN Bloomberg, broadcast weekly on CTV properties, as well as live and original programming on multiple radio stations and various social channels each week.

CORE RESPONSIBILITIES

• Own and manage a real-time content engine and an external-facing content publishing calendar for the WPO
• Work with and manage a team of SME stakeholders to ensure WPO content aligns with Wealth business priorities, and is accurate, timely, and reflective of recent legislative updates
• Develop templated systems for the creation, review, and audit of the content catalog.
• Plan, edit, review, and oversee publication of a high volume of real-time content on technical topics related to Wealth Planning, including tax planning, registered savings accounts, pension management, business ownership and succession, and private trust administration
• Collaborate with internal partners in TD's Wealth Planning Office and graphics and creative services teams to deliver accurate, relevant, and thoughtful content from quarterly planning to completion

ADDITIONAL RESPONSIBILITIES

• Establish quarterly and annual content calendars of new and revised reports, and liaise between the WPO and SEC editorial team to drive content creation aligned with WPO directives
• Utilize templated graphic solutions with support from SEC Creative Services to ensure consistency and efficient approvals for timely articles and infographics·
• Monitor Wealth Management industry sources for legal updates and policy changes that could impact published content
• Work with content management tools (WordPress, Sprinklr, etc.) to support the publishing process and ensure content accuracy and appeal in public-facing and internal TD channels
• Understand and manage control guardrails in a regulated environment (legal, compliance, branding)

JOB REQUIREMENTS

• 8+ years of experience in business or wealth planning and finance, with one or more associated designations (e.g., CFP, JD/LLB, CPA CA, TEP)
• Exceptional knowledge of wealth planning topics and experience working with Advisory bodies in a financial institution or similar role
• Proficiency with structured content and familiarity with current and emerging publishing trends and platforms, which could include Adobe Creative Cloud and other content publishing solutions (WordPress)
• Project management experience and proficiency in creating content from complex technical and legislative documents

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Department Overview

Leading on-going strategic planning

Better contextualizing the competitive landscape

Influencing and managing stakeholders internally and externally to deliver results

Job Description

Furthermore, the role:

• Provides strategic advice to the Operating Committee through thought leadership, effective analysis and articulation of the pan-wealth strategy
• Leads the annual strategy planning process and analytical assessments to inform the process with appropriate recommendations
• Informs business investments prioritization that will position the business for future growth
• Provides forward-thinking insights related to potential changes and disruption impacting value proposition across the business
• Lead research and financial analysis on companies and industry trends, leveraging both internal and external sources of information
• Interpret results, generate insights, and prepare presentation to effectively distill complex concepts into clear findings and recommendations for senior executives
• Establishes relationships and collaborates with stakeholders across the Bank taking into consideration competing priorities and organizational sensitivities
• Represents the team both internally across the organization and externally
• Successfully leads multi-dimensional and large team-based projects

• Mentors and develops manager-level staff

Job Requirements

• MBA or other Masters level degree preferred
• CPA and/or CFA qualification would be an asset
• 10+ years of business or strategy experience
• Direct Wealth industry experience would be an asset
• Knowledge of wealth/asset management industry would be an asset
• Knowledge of financial modelling tools and techniques and/or statistical method
• Comfort in leading multiple tasks and working to meet tight timelines
• Good understanding of the Bank’s financial drivers and structure

• Stronganalytically-anchoredproblem-solving skills, with a solid background working with data, conducting analysis, interpreting results and writingreports/presentations
• Superior communication skills, both verbal and written
• Conceptual and strategic thinker
• Ability to interact effectively with senior leaders across the enterprise demonstrating superior judgement
• Tactical thinker and leader with respect to solution development and implementation
• Ability to work with pace and manage multiple time-sensitive and competing priorities

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description

Reporting to the Testing Manager, the Senior Testing Analyst will focus on providing support for the wealth testing and monitoring program. The Senior Testing Analyst models strong ethics, integrity and leadership to promote a positive work environment that fosters collaboration, innovation and synergies. The Senior Testing Analyst will be responsible for all aspects of assigned testing engagements and monitoring activities. The role requires regular interaction and communication with business personnel. Overall success is measured by timely completion of testing engagements and monitoring activities, the quality of the work performed, and the identification and risk-rating of key process and control gaps identified. The Senior Testing Analyst will:

• Plan and execute compliance testing programs and communicate compliance testing results

• Identify and document regulatory compliance controls

• Prepare documentation in accordance with established policies and standards

• Budget and be responsible for tracking of work efforts versus budgets

• Develop and execute monitoring activities

• Provide knowledgeable recommendations to businesses for control improvements

• Ensure key regulations and key regulatory changes are captured in assigned testing programs

• Participate in business initiatives as assigned

• Proactively contribute to team processes and projects

• Seek process improvements and more efficient ways to deliver value to our businesses

• Lead testing engagements and review the work of other testers

Job Requirements

• Significant controls testing/audit experience is required

• Work experience in the financial industry, experience with compliance and wealth-related businesses preferred

• Exceptional communication skills with the ability to draft superior quality analyses

• Ability to work independently, apply critical and strategic thinking to issues and make timely decisions

• Ability to read and interpret regulations as well as understand how the regulations may impact our business partners

• Strong problem solving skills and ability to recommend value-added solutions

• Strong relationship management skills and ability to work effectively within both enterprise and business level project groups

• Strong collaborative skills and experience partnering with business units

• Ability to manage multiple deadlines and priorities

Additional Information

• Accounting designation (i.e. CPA, CA) or Audit Designation (CIA)

• Audit or Compliance testing experience required

• CSC/CPH and other relevant industry courses preferred

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.